Shaw and Partners raids Wilsons private wealth team News18 Nov 2020

Shaw and Partners is going to need a few more desks in its Sydney office.


Street Talk understands the stockbroking and advisory firm has raided Wilsons' private wealth arm, snaring five advisers and three support staff in one fell swoop.


It is understood wealth advisers Brendan Gleeson, Peter Simpson, Stephen Thomas, Andrew Wawn and Basil Bryne-Smith have all jumped ship to Shaws, as well as support staffers Michelle Muller, Luke King and Barton Lynch.


The team, on average, have been at Wilsons for ten years and it is understood were generating about $7 million annual revenue between them for the Brad Gale-helmed firm.


They will join Shaws' rapidly-expanding private wealth team, which has grown in the past five years to now manage $20 billion in assets, from $5 billion. It is understood the eight incoming operatives will all be based out of Shaws' Sydney office.


“Whenever you get top quality practitioners such as this group join your firm it really is a privilege and something we never take for granted," Shaws co-ceo Earl Evans told this column.


"We are thrilled to have them join Shaw and Partners.”


The new hires come two months since ex-Ord Minnett operatives Candice Bourke and Felicity Thomas joined Shaws as senior private wealth advisers.


Article source: AFR, 18 November 2020

Related Articles
News06 May 2021 Shaw and Partners Atlantic Crew charity dinner at North Bondi Surf Life Saving Club
A great night held at North Bondi Surf Life Saving Club last night supporting the Shaw and Partners Atlantic Crew (Sam Horsley, James Samuels, Rob Wells and Louis Hugh-Jones).    ... Read More
News05 May 2021 Private Wealth Adviser/Dealers Assistants positions at Shaw and Partners
Working as an integral part of our Adelaide Office Team, the primary role is to assist a team of experienced and successful Senior Investment Advisers. Duties include but are not l... Read More
News04 May 2021 Shaw and Partners appointed Co-Lead Manager to Aurora Healthcare IPO
Specialist healthcare provider Aurora Healthcare is seeking to raise up to $414.8 million at 19.7-times profit for its initial public offering.   Brokers Bank of America and UBS ... Read More
News28 Apr 2021 Shaw and Partners Brand Ambassadors Ali Day and Georgia Miller win the Australian Surf Life Saving Iron Titles
This year over 8,000 members from Australia’s 315 Surf Clubs came together to compete in more than 480 beach and ocean events at the Australian Surf Life Saving Championships held ... Read More
A - Z  % Change  
{{data.Symbol}} {{data.CompanyName}} {{data.Close}} {{data.AsAt | date :'shortTime'}} {{data.Movement | number : 2}} {{data.MovementPercent | number: 2}}%